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UnitedHealth Group Inc

UNH
Exchange
NYSE
Industry
Hospital & Medical Service Plans
SEC CIK
0000731766

In the last 90 days, UnitedHealth Group Inc insiders filed 0 open-market purchases and 2 sales; 3,395 institutions reported holding it in 13F filings for Q2 2026, worth $325.1B in total; 3 superinvestors hold it, including H&H International Investment and Tiger Global Management.

Q2 2022 vs. Q1 2022

How the institutions holding UnitedHealth Group Inc changed between Q1 2022 and Q2 2022.

All holders in Q2 2022All holders in Q1 2022

13F holders of UNH: Q1 2022 compared with Q2 2022
MeasureQ1 2022Of which not filed for Q2 2022Q2 2022Change
Holders2,965432,964+42
Shares821.4M6.95M821.3M+6.89M (+0.8%)
Value$418.3B$3.55B$422.0B+$7.29B (+1.8%)

43 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so the changes leave them out.

New holders (157)

Institutions that held UnitedHealth Group Inc at the end of Q2 2022 but not at the end of Q1 2022.

Showing the largest 100 of 157 by value.

Institutions new to UNH in Q2 2022
InstitutionSharesValue% of portfolio
WCM Investment Management, LLC804,542$414.9M1.49%
Intech Investment Management LLC228,834$117.5M0.68%
New York Life Investment Management LLC139,419$71.6M0.83%
Quintet Private Bank (Europe) S.A.98,752$47.2M2.27%
Cantor Fitzgerald, L. P.69,124$35.5M0.69%
Castleark Management LLC65,050$33.4M1.79%
SeaTown Holdings Pte. Ltd.65,000$33.4M7.24%
Crake Asset Management LLP57,100$29.3M5.78%
Armistice Capital, LLC50,000$25.7M0.66%
united american securities inc. (d/b/a uas asset management)47,658$24.5M7.06%
Azimuth Capital Investment Management LLC45,860$23.6M1.19%
Advisors Asset Management, Inc.40,944$21.0M0.38%
Andra AP-fonden26,400$13.6M0.39%
Engle Capital Management, L.P.25,000$12.8M5.09%
Baader Bank INC24,940$12.8M1.27%
Tradewinds, LLC.21,283$10.9M7.43%
Waverton Investment Management Ltd16,601$8.53M0.33%
Sowell Financial Services LLC16,081$8.26M0.76%
HighPoint Advisor Group LLC15,814$8.15M0.89%
Spectrum Management Group, LLC14,729$7.57M1.78%
Bellecapital International Ltd.10,756$5.53M1.54%
Harbour Investments, Inc.10,210$5.24M0.35%
VGI Partners Ltd9,856$5.06M0.86%
Nelson Capital Management, LLC9,320$4.79M1.32%
Kerrisdale Advisers, LLC9,130$4.69M1.48%
Jackson Square Capital, LLC7,930$4.07M1.72%
Advocate Group LLC7,029$3.61M0.84%
Aubrey Capital Management Ltd7,000$3.60M2.90%
Next Level Private LLC6,590$3.38M1.30%
Greenfield Savings Bank6,413$3.29M2.21%
Next Century Growth Investors LLC6,011$3.09M0.40%
Mount Lucas Management LP6,001$3.08M1.03%
WCG Wealth Advisors LLC5,766$2.96M0.41%
G&S Capital LLC5,515$2.83M1.67%
Alpha Square Group S, LLC5,400$2.77M1.17%
Spouting Rock Asset Management, LLC5,182$2.66M1.73%
Dorsey Wright & Associates4,974$2.56M0.75%
Jackson Square Partners, LLC4,288$2.20M0.05%
Two Sigma Advisers, LP3,600$1.85M0.01%
FSM Wealth Advisors, LLC3,411$1.83M1.81%
Aries Wealth Management3,463$1.78M0.81%
TKG Advisors, LLC3,436$1.76M1.52%
La Financiere de L'Echiquier3,282$1.69M0.10%
First Capital Advisors Group, LLC.3,184$1.64M1.12%
Stamos Capital Partners, L.P.3,000$1.54M0.47%
Ascendant Capital Management, LLC3,000$1.54M4.62%
Core Wealth Advisors, Inc.2,927$1.50M0.92%
KerberRose Wealth Management, LLC2,706$1.39M1.13%
Bayesian Capital Management, LP2,600$1.33M0.25%
Ronald Blue Trust, Inc.2,608$1.33M0.02%
Flynn Zito Capital Management, LLC2,553$1.31M0.72%
WT Wealth Management2,506$1.29M0.64%
QVR LLC2,494$1.28M1.02%
Naviter Wealth, LLC2,480$1.27M0.52%
Hanlon Investment Management, Inc.2,443$1.25M0.31%
NEIRG Wealth Management, LLC2,256$1.16M0.25%
Global Assets Advisory, LLC2,081$1.07M2.30%
Harbert Fund Advisors, Inc.2,055$1.06M0.80%
Gratus Capital LLC1,944$998.0K0.11%
Advisory Alpha, LLC1,874$963.0K0.07%
Applied Research Investments, LLC1,755$901.0K3.98%
OPSEU Pension Plan Trust Fund1,740$890.0K0.22%
Quantum Financial Advisors, LLC1,612$867.0K0.33%
Transatlantique Private Wealth LLC1,605$824.0K0.57%
AdvisorShares Investments LLC1,563$803.0K0.22%
Gilman Hill Asset Management, LLC1,508$775.0K0.17%
Emerald Advisers, LLC1,499$770.0K0.04%
Stelac Advisory Services LLC1,492$766.0K0.31%
Modus Advisors, LLC1,424$731.0K0.37%
Virtus ETF Advisers LLC1,398$718.0K0.27%
BMS Financial Advisors, LLC1,312$674.0K0.44%
Alpha Family Trust1,175$604.0K0.38%
Capital Advisors Wealth Management, LLC1,175$603.0K0.20%
Alterity Financial Group, LLC1,076$553.0K0.82%
Intrepid Financial Planning Group LLC1,075$552.0K0.30%
XR Securities LLC1,018$523.0K0.25%
Standard Family Office LLC947$486.0K4.82%
Columbus Macro, LLC934$480.0K0.18%
UBP Investment Advisors SA907$470.0K0.19%
Mirova911$467.0K0.07%
Gilbert & Cook, Inc.881$453.0K0.08%
Cohen & Steers, Inc.865$444.0K0.00%
EdgeRock Capital LLC835$429.0K0.29%
Shulman DeMeo Asset Management LLC815$419.0K0.14%
Coulter & Justus Financial Services, LLC802$412.0K0.33%
Baron Silver Stevens Financial Advisors, LLC787$404.0K0.10%
Alphasimplex Group, LLC774$398.0K2.84%
LifePro Asset Management774$398.0K0.21%
Autumn Glory Partners, LLC760$390.0K0.29%
Corton Capital Inc.750$385.0K0.36%
Kerntke Otto McGlone Wealth Management Group743$382.0K0.57%
Drake & Associates, LLC710$365.0K0.21%
Columbia Asset Management708$364.0K0.09%
Aprio Wealth Management, LLC697$358.0K0.14%
Cypress Financial Planning LLC689$354.0K0.24%
Banco BTG Pactual S.A.684$351.0K0.23%
Garner Asset Management Corp670$344.0K0.15%
Horizon Financial Services, LLC659$338.0K0.26%
WESPAC Advisors, LLC657$337.0K0.26%
VisionPoint Advisory Group, LLC606$323.0K0.13%

Sold out (115)

Institutions that held UnitedHealth Group Inc at the end of Q1 2022 and filed for Q2 2022 without it.

Showing the largest 100 of 115 by value.

Institutions that sold out of UNH in Q2 2022
InstitutionShares, Q1 2022Value, Q1 2022
Hotchkis & Wiley Capital Management LLC436,819$222.8M
Carmignac Gestion309,518$157.8M
Senator Investment Group LP300,000$153.0M
Abrams Bison Investments, LLC190,000$96.9M
Mackay Shields LLC135,367$69.0M
Citadel Advisors LLC113,518$57.9M
Qube Research & Technologies Ltd93,598$47.7M
Iron Triangle Partners LP90,014$45.9M
Point72 Asset Management, L.P.82,542$42.1M
Wishbone Management, LP80,000$40.8M
Viking Global Investors LPSuperinvestorViking Global Investors76,910$39.2M
Spire Wealth Management56,485$28.8M
Redmile Group, LLC53,445$27.3M
O'Shares Investment Advisers, LLC41,645$21.2M
Quadrature Capital Ltd39,911$20.4M
Cubist Systematic Strategies, LLC34,116$17.4M
HighTower Trust Services, LTA33,958$17.3M
Soros Capital Management LLC31,700$16.2M
HRT Financial LP22,422$11.4M
ExodusPoint Capital Management, LP18,828$9.60M
Kingdon Capital Management, L.L.C.18,700$9.54M
IBM Retirement Fund15,008$7.65M
Resolute Capital Asset Partners LLC14,500$7.39M
Blueshift Asset Management, LLC13,814$7.04M
Squarepoint Ops LLC11,423$5.83M
PCJ Investment Counsel Ltd.10,000$5.10M
Islet Management, LP10,000$5.10M
AMP Capital Investors Ltd9,100$4.64M
Parallax Volatility Advisers, L.P.7,430$3.79M
Seven Eight Capital, LP6,800$3.47M
Lazard Freres Gestion S.A.S.6,532$3.33M
Steadfast Capital Management (UK) Ltd.6,422$3.27M
Strategic Global Advisors, LLC5,709$2.91M
Twin Tree Management, LP5,554$2.83M
F/M Investments LLC5,365$2.74M
Occudo Quantitative Strategies LP5,112$2.61M
Oak Asset Management, LLC4,866$2.48M
Dynamic Technology Lab Private Ltd4,508$2.30M
XTX Topco Ltd4,214$2.15M
Trexquant Investment LP4,159$2.12M
EULAV Asset Management4,000$2.04M
Tamarack Advisers, LP4,000$2.04M
Mirabella Financial Services LLP3,976$2.03M
Quantbot Technologies LP3,947$2.01M
Bar Harbor Trust Services3,517$1.79M
O'Neil Global Advisors, Inc.3,200$1.63M
Virtu Financial LLC3,145$1.60M
SRB Corp3,055$1.56M
Connacht Asset Management LP2,834$1.45M
Sciencast Management LP2,633$1.38M
Echo Street Capital Management LLC2,546$1.30M
Giverny Capital Inc.SuperinvestorGiverny Capital2,435$1.24M
Relative Value Partners Group, LLC2,400$1.22M
Aquatic Capital Management LLC2,400$1.22M
Bluefin Capital Management, LLC2,200$1.12M
Centiva Capital, LP2,054$1.05M
Paladin Advisory Group, LLC1,869$958.0K
Stoneridge Investment Partners LLC1,759$897.0K
Prelude Capital Management, LLC1,620$826.0K
CPR Investments Inc.1,216$620.0K
Simplex Trading, LLC1,174$598.0K
Slow Capital, Inc.1,141$582.0K
Periscope Capital Inc.1,124$573.0K
qPULA Trading Management LP1,107$565.0K
Lebenthal Global Advisors, LLC1,090$555.0K
Patriot Investment Management Inc.1,064$542.0K
Financial Architects, Inc1,036$528.0K
Wick Capital Partners, LLC1,035$528.0K
Teza Capital Management LLC1,033$527.0K
Neo Ivy Capital Management992$506.0K
Advisors Preferred, LLC957$491.0K
Laurion Capital Management LP960$490.0K
Fox Run Management, L.L.C.865$441.0K
Laird Norton Trust Company, LLC780$397.0K
NuWave Investment Management, LLC754$385.0K
Gladius Capital Management LP742$379.0K
Friess Associates LLC710$362.0K
Gyon Technologies Capital Management, LP705$360.0K
Osher Van de Voorde Investment Management672$343.0K
Audent Global Asset Management, LLC660$337.0K
Frank, Rimerman Advisors LLC638$325.4K
Beech Hill Advisors, Inc.625$319.0K
Gsa Capital Partners LLP620$316.0K
Noesis Capital Mangement Corp611$312.0K
AMJ Financial Wealth Management604$308.0K
Yorktown Management & Research Co Inc565$288.0K
Brookmont Capital Management543$277.0K
Old Mission Capital LLC522$266.0K
FORA Capital, LLC511$266.0K
Oak Thistle LLC521$266.0K
Colrain Capital LLC500$255.0K
Pacific Wealth Strategies Group, Inc.501$255.0K
Tru Independence Asset Management 2, LLC478$244.0K
Running Point Capital Advisors, LLC467$238.0K
DMG Group, LLC453$236.0K
Charles Schwab Investment Advisory, Inc.459$234.0K
Freedman Financial Associates, Inc.456$232.0K
Zhang Financial LLC450$229.0K
PAX Financial Group, LLC439$224.0K
Sandhill Capital Partners LLC430$219.0K

Not filed for Q2 2022 yet (43)

Institutions that held UnitedHealth Group Inc at the end of Q1 2022 and haven't filed a 13F for Q2 2022. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding UNH in Q1 2022 that haven't filed for Q2 2022
InstitutionShares, Q1 2022Value, Q1 2022
Parametric Portfolio Associates LLC4,228,437$2.16B
NN Investment Partners Holdings N.V.1,032,540$526.6M
CCLA Investment Management Ltd341,795$174.4M
Teachers Retirement System of the State of Kentucky261,106$133.2M
Amalgamated Financial Corp.251,127$128.1M
Virginia Retirement Systems Et Al216,280$110.3M
PGGM Investments183,576$92.2M
People's United Financial, Inc.75,672$38.6M
Barrett Asset Management, LLC58,125$29.6M
Azimuth Capital Management LLC55,964$28.5M
Palladium Partners LLC54,103$27.6M
Smith Group Asset Management, LLC33,094$16.9M
Kings Point Capital Management31,639$16.1M
IndexIQ Advisors LLC23,011$11.7M
Cambridge Financial Group, Inc.18,331$9.35M
Meristem Family Wealth, LLC12,665$6.46M
American National Insurance Co9,000$4.59M
Swaine & Leidel Wealth Services, LLC4,479$4.48M
Legacy Capital Partners, Inc.8,105$4.13M
Midwest Wealth Management Inc.6,907$3.52M
HWG Holdings LP6,696$3.42M
Fulcrum Asset Management LLP–$3.21M
Breiter Capital Management Inc6,259$3.19M
American National Registered Investment Advisor, Inc.6,102$3.11M
Orrstown Financial Services Inc2,925$1.49M
Bassett Hargrove Investment Counsel, LLC2,668$1.36M
Ferris Capital, LLC2,601$1.33M
Golden State Wealth Management, LLC2,164$1.10M
Livingston Group Asset Management CO (operating as Southport Capital Management)1,853$945.0K
WealthPLAN Partners, LLC1,506$765.0K
WealthPlan Investment Management, LLC1,506$765.0K
Lenox Wealth Advisors, LLC1,380$753.0K
Winfield Associates, Inc.1,264$645.0K
Lesa Sroufe & Co1,270$600.0K
Golden State Equity Partners1,072$547.0K
SJS Investment Consulting Inc.688$351.0K
Clark Financial Services Group Inc681$347.0K
Dixon Hughes Goodman Wealth Advisors LLC595$304.0K
Clark Financial Advisors505$257.0K
Verity Asset Management, Inc.465$237.0K
Ritter Daniher Financial Advisory, LLC377$192.0K
Holloway Wealth Management, LLC–$127.0K
Wealthstreet Investment Advisors, LLC28$14.0K